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Forecast Reports
N.B. Left click any image to expand:
There are two areas to view Forecast reports: your Home page can be set to show home panels with Forecast information and the Forecast Report area.
There are two areas to view Forecast reports: your Home page can be set to show home panels with Forecast information and the Forecast Report area.
Home panels
There are a number of different forecasting home panels to display forecast figures in a number of ways:
- By Stage
- Against monthly target
- By Stream
- Forecasts for the week
- Using the date picker you can select a date to review the Forecasts, by department, by user.
Fig. 1
Forecast Reports
- Click Forecasts
- Forecast List
- Forecast Planner
- Report Month
- Report Qtr
- League Tables
- The date, user, stream and department filters can be applied as required
- All but the League Tables can be printed as a PDF.
Fig. 2
Forecast List
Each forecast by stream is listed, showing % chance of success, Net amount based on %, Due date for the deal and By and can be edited by click the green pencil Fig.3 (1), or the business viewed by clicking on the Client name. To export all or a selected number of forecasts, use the tick boxes Fig.3 (2) and your preferred Export method Fig.3 (3).
The table at the bottom shows Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Forecast is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
The table at the bottom shows Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Forecast is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
Fig. 3
Forecast Planner
List of all active forecasts by Due date with forecasts Gross & Net by 3 months from month selected. Businesses highlighted in green are businesses that have not had a Forecast before Fig.4 (1), and dates in red are overdue Fig.4 (2).
Fig. 4
Report Month
Shown by User, with report table shows Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Potential is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
Fig. 5
Report Qtr
Shown by User over the quarter, across each month and by stream over the quarter showing Actual, Target, % achieved, amount needed, Gross forecast potential, Net forecast potential and Forecast is Actual + Net Potential, % is of target achieved of Actual + Net Potential.
The quarters are split as Jan-Mar, Apr-Jun, Jul-Sep & Oct-Dec, not as the month selected and two subsequent months.
The quarters are split as Jan-Mar, Apr-Jun, Jul-Sep & Oct-Dec, not as the month selected and two subsequent months.
Fig. 6
League Table
To create competition these league tables can be used across Location Fig. 7 (1) - if you have multiple CRMs in your group it will display each CRMs Target, Actual, % achieved against target, and their Net Forecast amount, and also by Users Fig. 7 (2), displaying their CRM location too. There are buttons to select to see across Month, Quarter and Annual totals Fig. 7 (3). Please note, the department filter does not work in this report.
Fig. 7